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Preserve nav block data on theme switch #36002

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getdave
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@getdave getdave commented Oct 27, 2021

Description

WIP PR. Description to follow.

Closes #35750

How has this been tested?

This is very rough.

Before applying this PR

  • Checkout trunk
  • Create x2 Menus using the Navigation block.
    • Main Menu
    • Utility Menu

After applying this PR

  • Checkout this PR.
  • Goto wp-admin/edit-tags.php?taxonomy=wp_navigation_area&post_type=wp_navigation and create two areas:
    • Primary
    • Secondary
  • Go to wp-admin/edit.php?post_type=wp_navigation and assign Main Menu to Primary and Utility Menu to Secondary.
  • Active TT1 blocks and browse to Site Editor.
  • Remove existing Navigation block. Save.
  • Reload.
  • Re-add a Navigation block from where you just deleted it.
  • In the Inspector Controls look for Navigation Areas.
  • Select Primary - it should pull in Main Menu.
  • Select Secondary it should pull in Utility.

Screenshots

Types of changes

Checklist:

  • My code is tested.
  • My code follows the WordPress code style.
  • My code follows the accessibility standards.
  • I've tested my changes with keyboard and screen readers.
  • My code has proper inline documentation.
  • I've included developer documentation if appropriate.
  • I've updated all React Native files affected by any refactorings/renamings in this PR (please manually search all *.native.js files for terms that need renaming or removal).

@getdave getdave added [Block] Navigation Affects the Navigation Block [Type] Experimental Experimental feature or API. labels Oct 27, 2021
@getdave getdave self-assigned this Oct 27, 2021
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Size Change: +429 B (0%)

Total Size: 1.08 MB

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ℹ️ View Unchanged
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getdave commented Oct 28, 2021

The current problem with this PR is no longer technical. It's UX.

Unfortunately we seem to require separate workflows for

  • Theme developers
  • Site creators/admins

As a Theme developer I want to:

  • add a nav block (as a placeholder)
  • assign it to the primary area
  • allow users to decide which "items" (i.e. the wp_navigation Post) are used to populate it

As a site owner, I want to:

  • assign "items" (i.e. the wp_navigation Post) to the primary area.
  • be able to assign those items to a different area if I wish.
  • be able to populate the primary area.

The currrent UX of having a single dropdown on the Nav block itself for "Navigation area" does allow us to handle these permutations.

For example, if the Nav block is already assigned as primary and I have a wp_navigation also assigned to primary then it will pull in those nav items. However, say I want to then change the wp_navigation to be assigned to secondary. How do I do that? I could use the dropdown on the Nav block but then does that action:

  • reassign the wp_navigation post?
  • reassign the Navigation block to be a different area?

Confused? Try out this PR - you'll soon see what I mean.

At this point I'm stumped as to how to proceed.

@talldan
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talldan commented Oct 28, 2021

However, say I want to then change the wp_navigation to be assigned to secondary. How do I do that? I could use the dropdown on the Nav block but then does that action:

reassign the wp_navigation post?
reassign the Navigation block to be a different area?

I think changing a navigation block's area is a pretty big operation. It changes the whole meaning of the block, and the user is probably also moving the block to a different place and wants it to be completely different. Or they've removed and are re-adding a block. So I think reassigning to different area is probably the right thing. It shouldn't cause any change in the posts that are assigned to areas, IMO.

In classic menu terms, this would be updating the PHP code in the theme to render a different menu location. It might be that there's a menu assigned to that location already, and so that now shows.

I realise these assignments are going to be a challenging thing to convey in the block.

I think we should also support a nav block that doesn't have an area and just uses an ID, so removing an assigned area should be a thing too.

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getdave commented Oct 28, 2021

Thanks for providing your input here Dan. It's much appreciated.

So I think reassigning to different area is probably the right thing. It shouldn't cause any change in the posts that are assigned to areas, IMO.

I think you're saying toggling the Navigation Area selection on the block should change the block's area (as opposed to the area assigned to the wp_navigation post).

That concept is fine, but we're still stuck in that there is now no way to assign/reassign/unassign a wp_navigation post's association with an area.

Comment on lines +231 to +256
// const updateNavEntityArea = async () => {
// const noTerms = [];
// // navigationAreaId is of type "number". Therefore
// // ID: 0 is used to represent a value of "none".
// const maybeNewAreaTermId =
// navigationAreaId > 0 ? [ navigationAreaId ] : noTerms;
// // Toggle the active navigaiton area term.
// await editEntityRecord(
// 'postType',
// 'wp_navigation',
// navigationMenuId,
// {
// wp_navigation_area: maybeNewAreaTermId,
// }
// );
// // Persist the change.
// await saveEditedEntityRecord(
// 'postType',
// 'wp_navigation',
// navigationMenuId
// );
// };
// if ( isEntityAvailable ) {
// updateNavEntityArea( navigationAreaId );
// }
}, [ navigationAreaId ] );
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FYI folks this code is designed to automatically assign the wp_navigation_area term (that which is currently set on the Navigation block) to the wp_navigation Post (the "menu items") currently active on the block.

I had to disable it because we cannot have the dropdown that controls both:

  1. Assigning the term to the wp_navigation Post, AND...
  2. Designating the Nav block as being a placeholder for a given "area".

@jasmussen
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Took this for a quick spin, but I probably bungled a few steps as I couldn't quite get the whole thing to work as described:
pr

Nevertheless, it's an impressive PR, and an impressive goal to solve: preserving the contents of your menu as you switch to a new theme. Thank you for working on it.

As I read the PR and tested the various steps, I felt that the goal being sought was one that could benefit every block area, not just the contents of the navigation. As I switch themes, I might want to keep the content I added to my footer or my sidebar. Or I might want to keep just the contents of the footer, but not that of the sidebar. In fact I might really like the font and colors of my previous theme and want to bring that along. Perhaps I want to keep the 404 page from the old one, but really want the front page of the new one. Maybe I'm inspired by the beautiful patterns and demo content from the new theme, so I want a fresh start for some templates.

All of that suggests me that regardless of how the navigation block is persisted, there are some opportunities around how we persist, transfer, and give choice during the theme switch process, and potentially even surface checklists of things to transfer mid-switch. This is something that I know @critterverse has been exploring, with some recent explorations surfaced in her post, Adventures in Block Theme Switching.

Comment on lines +238 to +245
// await editEntityRecord(
// 'postType',
// 'wp_navigation',
// navigationMenuId,
// {
// wp_navigation_area: maybeNewAreaTermId,
// }
// );
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@talldan talldan Oct 29, 2021

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Does the concept of assigning an area to a menu support a menu being assigned to more than one area?

If not, it might be that a taxonomy isn't the right concept. I think the idea I had in mind is that a menu would be assigned to an area—so the area is able to store a reference to the menu it renders. Not sure what WordPress data types could support that idea.

The other reason for doing it that way is that there's no situation where two menus are assigned to one area.

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talldan commented Oct 29, 2021

I think you're saying toggling the Navigation Area selection on the block should change the block's area (as opposed to the area assigned to the wp_navigation post).

That concept is fine, but we're still stuck in that there is now no way to assign/reassign/unassign a wp_navigation post's association with an area.

When an area is assigned, the 'Select Menu' dropdown could change the association.

@critterverse
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All of that suggests me that regardless of how the navigation block is persisted, there are some opportunities around how we persist, transfer, and give choice during the theme switch process, and potentially even surface checklists of things to transfer mid-switch. This is something that I know @critterverse has been exploring, with some recent explorations surfaced in her post, Adventures in Block Theme Switching.

Thanks for linking to my post @jasmussen! The Navigation block is something I wondered about as a part of as a possible pre-activation checklist when switching themes — but I kept coming back around to the sense that it should “just work.” I like these users stories outlined by @getdave, where it sounds like there could be a couple of different contingencies to get a nav in place. If the user would prefer a different nav, it's also easy to swap or start fresh at the block level.

But I'm curious whether y'all can imagine a scenario in which the user does not want to bring their navigation along to a new theme after switching? This didn’t seem like a common use case but I may be missing some of the nuances.

Kudos on all the awesome Nav block work so far, I love the direction it's heading in :)

@getdave
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getdave commented Nov 25, 2021

We can close this one.

@getdave getdave closed this Nov 25, 2021
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[Block] Navigation Affects the Navigation Block [Type] Experimental Experimental feature or API.
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Navigation block - preserve navigation block data on theme switching
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